Account Executive (Hybrid- NYC)
Core
Selling Broadridge's financial service technology platform solutions to banks, broker/dealers, asset managers, hedge funds, and private credit firms.
Role type
Account Executive (SaaS sales)
Builds
Broadridge platform solutions for financial institutions
Domain
Financial services technology
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
consultative sales, complex sales cycle management, quota responsibility, SaaS sales experience, cold calling, in-person meetings, conference attendance, account-based sales strategies, CRM management, pipeline management, business case/ROI development, proposal writing, contract negotiation, stakeholder engagement, product knowledge, technology stack understanding
Preferred skills
Master's degree, working financial services industry knowledge, project management, relationship management, presentation skills, self-starter attitude, time and territory management
Technologies
Broadridge product and solutions suite
Responsibilities
Achieve and exceed sales goals by selling software to financial institutions; build and execute account-based sales strategies; lead the sales process from origination to closing including qualification, executive presentations, and contract negotiations; track, update, manage, and forecast net new sales in CRM; build and manage a strong sales pipeline; validate product and solution fit with prospect business strategy; maintain strong product knowledge of the full suite and competitive offerings; understand prospect technology stack and buying process to align selling/buying process.
Seniority
Mid-level, quota-carrying IC
